SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

Crestwood Advisors Group LLC's Holding History (CIK: 0001426853)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 5,852 Value ($000) $250 Avg Close — Range —
Q3 2025
Shares 2,979 Value ($000) $260 Avg Close — Range —
Q2 2025
Shares 4,129 Value ($000) $337 Avg Close — Range —
Q1 2025
Shares 4,028 Value ($000) $318 Avg Close — Range —
Q4 2024
Shares 4,430 Value ($000) $335 Avg Close — Range —
Q3 2024
Shares 4,171 Value ($000) $337 Avg Close — Range —
Q2 2024
Shares 4,271 Value ($000) $291 Avg Close — Range —
Q1 2024
Shares 4,546 Value ($000) $298 Avg Close — Range —
Q4 2023
Shares 5,154 Value ($000) $326 Avg Close — Range —
Q3 2023
Shares 7,053 Value ($000) $416 Avg Close — Range —